Key Features
- Import Leads and Contacts
- Track Lead to Customer Conversion
- Birthday Notification
- Send Whatsapp
- CRM and Meeting Checklist
- Full Contact History - Opportunities, Meetings, Forms, Sales Orders, Purchase Orders, Invoices, Bills, Customer Statements, Vendor Statements, Incoming Emails, Outgoing Emails, Incoming Orders, Delivery Orders and many more...
CRM Dashboard
Design custom dashboards to get a picture of your business at a glance. Dig deeper with real-time reports and flow charts that anyone can create and share.
My Opportunity
Display count of own opportunities
Total Leads
Display count of total leads
Total Opportunity
Display count of total opportunities
Total Revenue
Display sum of total revenue
New Opportunities
Display count of new opportunities
Won Opportunities
Display count of won opportunities
Proposition Opportunities
Display count of proposition opportunities
Qualified Opportunities
Display count of qualified opportunities
Various Kinds of Charts
Opportunity by Salesperson (Bar Chart)
Opportunity by Sales Team (Bar Chart)
Revenue by Salesperson (Pie Chart)
Top 5 Probability Opportunity by Customer (Horizontal Bar Chart)
Opportunity Win Lose Ratio (KPI)
And Many More…
Lead Management
Ability to manage new opportunities and strategise your sales approach more effectively
Leads Nurturing
Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.
Lead Scoring
Score your leads based on explicit and implicit criteria (on pages viewed, localisation, time). Decide which total score deserves to be converted into an opportunity.
Deduplication
Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.
Assignation Rules
Define your own rules to assign leads to the right sales team or salesperson based on quotas and segments.
Import Leads
Easily import prospects files with column matching tool.
URL Trackers
Track the source of the leads using UTM trackers in all your marketing campaigns.
Opportunities Management
Interaction and being connected at the very top of the business process is the utmost joy of doing business
Activities and calls management
Organize sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity's chatter with predefined actions. Track, log and analyse the activities of your team.
Customize stages
Customize your pipeline by adding description on stages.
Schedule Meetings
Schedule meetings from the opportunity of the customer. Sync with mobile phones and Google calendar.
Plan Next Actions
Plan the next actions and schedule your daily work based on the most important opportunities and tasks.
Pipeline management
Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team. Possibility to create sub-stages to better organize the processes. Automatic archiving of lost opportunities. Manual archiving of other opportunities. Lost is no longer a stage but a separate field, enabling more powerful analysis of the pipeline - e.g. Lost ratio per stage.
360° Visibility
Get all information right into the opportunity: pages visited on your website, emails, meetings, next actions, preceding orders, etc.
Log Calls
Log calls or trigger VoIP calls in just a few clicks. Odoo proposes to automatically reschedule the next action after the call.
Lost reasons
Analyze lost reasons for your opportunities to improve your sales effectiveness.
Customer Management
Build your customer database and grow repeat business.
Address Book
Get a clear address book shared amongst your sales persons.
Customer Preferences
Set customer preferences easily: language, delivery methods, financial data, etc.
Multi-Address
Have multiple addresses and contacts for a single company.
Full History
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Emails Templates
Create template of emails for most common communications with your customers or opportunities.
Email Gateways
Get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming emails.
Custom Alerts
Follow key opportunities in just a click and get alerts based on relevant activities.
Reporting & Business Analysis
Dynamic review and analysis of lead actions, marketing channels, and sales performance.
Dashboard
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Opportunities Analysis
Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.
Activities Analysis
Keep track of pipeline activities.
Leads Analysis
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
Business Analysis
Lead Analysis
Pipeline Analysis
Activities Analysis
Opportunity Lifecycle
